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Excel Lesson 5

This document provides a summary of Microsoft Excel Lesson 5 which covers linking worksheets, conditional formatting, sorting, filtering, pivot tables, and freezing panes. It explains how to link cells across worksheets using formulas, set up conditional formatting to highlight cell values, sort and filter data using various criteria, create and modify pivot tables to summarize data in different views, and freeze panes to keep column and row headers visible when scrolling. The lesson includes examples and step-by-step instructions for performing each of these functions in Excel.

Uploaded by

Faisal Qureshi
Copyright
© Attribution Non-Commercial (BY-NC)
Available Formats
Download as PPT, PDF, TXT or read online on Scribd
249 views

Excel Lesson 5

This document provides a summary of Microsoft Excel Lesson 5 which covers linking worksheets, conditional formatting, sorting, filtering, pivot tables, and freezing panes. It explains how to link cells across worksheets using formulas, set up conditional formatting to highlight cell values, sort and filter data using various criteria, create and modify pivot tables to summarize data in different views, and freeze panes to keep column and row headers visible when scrolling. The lesson includes examples and step-by-step instructions for performing each of these functions in Excel.

Uploaded by

Faisal Qureshi
Copyright
© Attribution Non-Commercial (BY-NC)
Available Formats
Download as PPT, PDF, TXT or read online on Scribd
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Microsoft Excel

Lesson 5
Lexington Technology Center March 19, 2002 Bob Herring
On the web at http://www.lexington1.net/adulted/computer/microsoft_excel.htm

Excel Lesson 5
Review of Thursdays Lesson

Creating Charts Custom Formats Design for Looks Office Assistant and Help

Excel Lesson 5
Linking Worksheets, Part 1 Open Forecast Example.xls on the floppy disk Click in cell D3 to view the formula: C3 + Replenishment!C4 - Expenditure!C4

Formula Cell D4 On-Hand Worksheet

Excel Lesson 5
Linking Worksheets, Part 2 To recreate the link: Select cells C3 through O26, as shown Select Edit, Choose Clear, then Contents

Excel Lesson 5
Linking Worksheets, Part 3 Select cell D3, then click = in the formula bar Type C3 + Select the Replenishment worksheet, and click in cell C4

Formula Cell C4

Excel Lesson 5
Linking Worksheets, Part 4 Type - Select the Expenditure worksheet and click in cell C4 Click OK

Formula Cell C4

Excel Lesson 5
Linking Worksheets, Part 5 Use the fill handle to extend the formula downward to row 26

Fill Handle
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Excel Lesson 5
Linking Worksheets, Part 6

Use the fill handle again to extend the formula to the whole worksheet Supplies on-hand can now be predicted by varying expenditure and replenishment rates

Fill Handle
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Excel Lesson 5
Conditional Formatting Excel can be set to watch for certain values in your spreadsheet It responds to the values by changing the cells to a format you specify

Excel Lesson 5
Conditional Formatting Select Format, then Conditional Formatting The Conditional Formatting dialog box appears Conditions can apply to cells or formulas

Cell or Formula

Value
Set Format

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Excel Lesson 5
Conditional Formatting Formats can apply to: Font style (e.g., Bold) Borders Underlining Border style Font color Border color Strikethrough Fill color Fill patterns

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Excel Lesson 5
Conditional Formatting Apply conditional formatting to Forecast Example.xls Highlight cells to be formatted (C3 to O26) Set values between 0 and 5 to be filled with red, 6 to 10 yellow, and 11 and above green

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Excel Lesson 5
Sorting Excel can quickly sort your data by column Select Data, then Sort to bring up the Sort dialog box

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Excel Lesson 5
Sorting Excel allows the user to sort on up to three columns, with the option to sort ascending and descending The Options button lets you sort by days or months (or any list) and to sort lower case and upper case and left to right instead of top to bottom

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Excel Lesson 5
Filtering

Excel can also sort data by matching values Select Data, then choose Filter, and click on AutoFilter

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Excel Lesson 5
AutoFilter After AutoFilter is selected, all columns appear with selector arrows Click on the Location down arrow and select X

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Excel Lesson 5
AutoFilter, Continued Excel suppresses all rows not containing the selected criterion In the example, only office supplies at location X are displayed Notice the row numbers are no longer sequential

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Excel Lesson 5
Pivot Tables Pivot tables display data summaries or cross-tabulations Pivots can be changed on the fly to display data in different ways

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Excel Lesson 5
Pivot Table Wizard, Step 1 Step 1 is to select the data source Data can come from Excel worksheets or Access databases

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Excel Lesson 5
Pivot Table Wizard, Step 2 Select data on worksheets by clicking the Collapse Dialog button and then highlighting the data

Collapse Dialog

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Excel Lesson 5
Pivot Table Wizard, Step 3 Drag the field buttons to the diagram to create the pivot table Field Buttons

Diagram

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Excel Lesson 5
Pivot Table Wizard, Step 3 In this example, drag the Office Supplies field button to ROW Drag Location to COLUMN Drag Current to DATA

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Excel Lesson 5
Pivot Table Wizard, Step 4 The last step is to pick a place for the table to be displayed Select New worksheet and click Finish

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Excel Lesson 5
Pivot Tables This is the resulting table: Current office supplies are summarized by type and location Now click and drag the Location field button beneath the Office Supplies field button

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Excel Lesson 5
Freezing Panes Column and row headers can be immobilized on the screen Click in the cell whose upper left corner will be the intersection of the frozen area Select Window, and then Freeze Panes

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Excel Lesson 5
Panes Frozen Excel displays vertical and horizontal lines to mark the boundary of the frozen area

Horizontal Pane Marker Vertical Pane Marker

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Excel Lesson 5
Panes Frozen, Continued

Move the vertical and horizontal scroll bars to see the effect of freezing the panes

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Excel Lesson 5
Review

Linking worksheets Conditional formatting Sorting Filtering Pivot tables Freezing panes

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